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Advisor Resource Team

Here at Levin Financial Group, we offer a team to support our advisors and all of their business needs. Everything from administrative tasks to financial planning assistance, we can help with it all. Reach out to our team members below to find your solutions.

Advisor Resource Team

Michael Feltman

Case Design Specialist


As the agency’s Case Design Specialist, I take great pride in assisting advisors by providing them with the product knowledge and competitive insight they and their clients need to succeed. Whether it’s a discussion...

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Matt Hunter

Portfolio Consultant & Investment Specialist

Matt Hunter, CIMA® is a Portfolio Consultant & Investment Specialist at Levin Financial Group, where Matt mainly focuses on portfolio reviews within managed accounts on the Corporate RIA platform. Matt helps financial advisors become...

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Chelsea Spenceley

Marketing & Website Specialist


Chelsea has been in the marketing and website role for the last year with Levin Financial Group but has marketing and website experience prior to that. She has worked with many independent business owners to help revamp their company...
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Matt Douce ChFC

Director of Financial Planning


As your practice evolves and matures, you will start to see the many benefits of a planning practice. For the clients that implement the plan with you, it will create multiple product opportunities. As you implement multiple products,...

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Ashley Sherman

Practice Development Specialist


Ashley Sherman is our Practice Development Specialist at Levin Financial Group. She is here to assist all advisors, assistants and staff with training of Massachusetts Mutual Life Insurance Company (MassMutual) technology tools. 

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We also offer administrative assistance as well for our advisors.